LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$535M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$18.6M
3
+$13.9M
4
XC icon
WisdomTree True Emerging Markets Fund
XC
+$9.99M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.57M

Top Sells

1
+$25.6M
2
+$19.6M
3
+$13.1M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$11.9M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.99M

Sector Composition

1 Technology 8.98%
2 Financials 5.3%
3 Healthcare 4.1%
4 Consumer Staples 4.05%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$640K 0.12%
23,173
102
$635K 0.12%
3,260
-87
103
$629K 0.12%
7,051
+989
104
$629K 0.12%
8,365
+1,834
105
$626K 0.12%
3,742
+1,473
106
$625K 0.12%
3,932
+221
107
$623K 0.12%
6,012
-14
108
$621K 0.12%
10,522
+1,603
109
$617K 0.12%
5,197
-25
110
$617K 0.12%
5,570
+345
111
$606K 0.11%
836
+51
112
$602K 0.11%
5,966
+371
113
$602K 0.11%
1,153
-149
114
$602K 0.11%
2,364
-77
115
$598K 0.11%
4,252
+289
116
$591K 0.11%
6,740
+1,233
117
$590K 0.11%
5,343
-434
118
$585K 0.11%
2,571
+179
119
$583K 0.11%
6,125
+323
120
$578K 0.11%
6,812
+632
121
$574K 0.11%
38,000
122
$569K 0.11%
11,690
+7,424
123
$561K 0.1%
7,841
+274
124
$554K 0.1%
5,675
+322
125
$551K 0.1%
5,781
-12
3 4
5
6 7